NavoChatAdministration
Manage roles and permissions
Control access to conversations, customers, reports, AI, and settings with least privilege.
Updated 2026-07-24For: Administrators
Menu visibility is only one effect of permissions; APIs and data scope enforce the same controls. Never solve access problems by sharing an administrator account.
Steps
Define responsibilities
Start with agent, supervisor, administrator, and specialist operating responsibilities.
Configure access
Open Settings → Permission management and grant only the read or manage capabilities required.
Review data scope
Confirm whether a person can see owned conversations, team conversations, or a broader scope.
Verify with a test account
Sign in again or use a test account to confirm navigation, pages, and actions.